Create and track implementation projects

Create your first project

1. Open Implementation → Projects. You can also select View all projects from the Implementation overview.
2. Select Create Project. Choose the project type. If none are available, configure a job type.
3. Choose who the project is for. Depending on the type, you can link a customer or lead, or select No one (internal) for work your own team is doing. For customer onboarding, complete the customer and service fields shown.
4. Enter the project details and the Due date or Target Go-Live Date, depending on the project type. Submit the form and open the project.

For example, if you install equipment for customers, create a project against a test customer using your installation job type. Set a target date, then confirm it appears under the expected stage in Kanban.

Hand the work over to your team

1. Open Steps and check the first stage. Give each action a clear owner and due date. Use steps and approvals for work that needs a form, a reply or sign-off.
2. Open Overview to review progress and add team members. See project health and team tracking.
3. Use project boards and views to check who owns the project and what else is due around the same time.